# Remy Investors & Consultants, LLC

> Remy Investors & Consultants, LLC is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 1, 2026.

- CRD: 326958
- Filed as: REMY INVESTORS & CONSULTANTS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: July 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/326958
- AdvisorCensus page: https://advisorcensus.com/firm/remy-investors-and-consultants-llc-los-angeles-ca-326958

## Quick answers

**How is Remy Investors & Consultants, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Remy Investors & Consultants, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Remy Investors & Consultants, LLC located?**
Remy Investors & Consultants, LLC's principal office is in Los Angeles, CA, according to its Form ADV.

**Is Remy Investors & Consultants, LLC registered with the SEC or a state?**
Remy Investors & Consultants, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326958.

**How much does Remy Investors & Consultants, LLC manage?**
Remy Investors & Consultants, LLC reports $887,580,225 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (48% discretionary).

**How have Remy Investors & Consultants, LLC's assets and staff changed since 2023?**
In the Form ADV data for Remy Investors & Consultants, LLC: Regulatory assets under management: $781,523,536 in the October 2023 data and $887,580,225 in the October 2026 data, up 14%. Total employees: 6 in October 2023 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Remy Investors & Consultants, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (14); charitable organizations (7); pooled investment vehicles (other than investment companies and business development companies) (6).

**Which custodians does Remy Investors & Consultants, LLC use?**
Remy Investors & Consultants, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Remy Investors & Consultants, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/326958

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $887,580,225
- Discretionary: $422,629,162
- Non-discretionary: $464,951,063

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 14 | $287,141,556 |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $402,317,965 |
| Charitable organizations | 7 | $101,699,530 |
| Corporations or other businesses not listed above | 2 | $96,421,174 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $781,523,536 | 6 | May 16, 2023 |
| October 2024 | $812,027,946 | 6 | July 1, 2024 |
| October 2025 | $854,611,068 | 6 | July 16, 2025 |
| October 2026 | $887,580,225 | 6 | July 1, 2026 |

Regulatory assets under management: $781,523,536 in the October 2023 data and $887,580,225 in the October 2026 data, up 14%.
Total employees: 6 in October 2023 and 6 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Remy Investors & Consultants, LLC (CRD 326958): Form ADV filing data as of October 2026.